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FSA Wealth Management’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

FSA Wealth Management’s Portfolio TLT Stock Details TLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$983 Hold
11
– – ﹤0.01% 533
2025
Q2 		$971 Hold
11
– – ﹤0.01% 508
2025
Q1 		$1K Hold
11
– – ﹤0.01% 472
2024
Q4 		$961 Hold
11
– – ﹤0.01% 524
2024
Q3 		$1.08K Buy
+11
New +$1.06K ﹤0.01% 524
2024
Q1 		$1.04K Hold
11
– – ﹤0.01% 575
2023
Q4 		$1K Buy
+11
New +$994 ﹤0.01% 571

Other funds holding TLT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Rafferty Asset Management
Rafferty Asset Management New York $24.6B AUM 47.06% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FSA Wealth Management's TLT Position: Q3 2025 in Review

FSA Wealth Management held its iShares 20+ Year Treasury Bond ETF (TLT) position steady in Q3 2025 at 11 shares worth $983. The position accounts for ﹤0.01% of the portfolio, ranked #533.

FSA Wealth Management first reported a position in TLT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.08K in Q3 2024. 1,094 funds tracked by Wall St. Rank hold TLT as of Q3 2025.

  • FSA Wealth Management held 11 shares of iShares 20+ Year Treasury Bond ETF worth $983 as of Q3 2025.
  • FSA Wealth Management left its iShares 20+ Year Treasury Bond ETF share count unchanged in Q3 2025.
  • iShares 20+ Year Treasury Bond ETF made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #533 holding.
  • FSA Wealth Management first reported a position in iShares 20+ Year Treasury Bond ETF in Q4 2023 and has held it in 7 quarters since.
  • FSA Wealth Management's iShares 20+ Year Treasury Bond ETF position peaked at $1.08K in Q3 2024.
  • 1,094 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.